View all Trainer availability for the next 30 days

View all Trainer availability for the next 30 days

Steps to view trainer availability over the next 30 days:


Related Help Guide Pages

Learn how to set your Resource Calendar to see a 30 day overview of your Trainer availability

The Resource Calendar offers a 30 day view of all your Trainer availability and Course allocations, so you can make quick and informed scheduling decisions! Whether you’re assessing capacity for a new in-house Course request, or you’re needing to find a replacement Trainer due to a last-minute change, or simply checking if there’s room to approve a Trainer’s holiday, this view provides you with all the information you need!

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Follow this page to learn the steps to view 30 days of Trainer availability


Set up Resource Calendar

In this step you will set up your Resources Calendar with settings to view a 30 day snapshot

  1. Open the ‘Resources Calendar’ from your main navigation menu on the left by clicking on the ‘Calendar’ option available within 'Resources'

    image-20241108-102733.png

  2. At the top of the calendar in the drop down menu, select the ‘Trainer’ option to view all Trainers, or ‘Select multiple resources…’ to select specific Trainers

    image-20241108-102812.png

  3. Click on the ‘Timeline’ mode option on the top-right of your Calendar

    image-20241108-103003.png

  4. Open the 'Advanced' options

    image-20241108-103033.png

  5. Change your Timeline settings to show as

    image-20241108-103112.png
    1. Grouping Direction: Vertical

    2. Slot Represents: Day

    3. Number of Slots: 30

  6. Click ‘Apply Options’

    image-20241108-103221.png

     

  7. Optional - To save this view so that it remains like this the next time you open the Resource Calendar, reopen the ‘Advanced’ options and click ‘Save Options’

    image-20241108-103221.png

 

  1. Your calendar will now show you the next 30 days, for each of your selected Trainers, including their Course assignments, and their unavailability

    image-20241108-103408.png


FAQs 

How do I view all Trainers' schedules?

Use the Resource Calendar to see all trainers' schedules at a glance:

  1. From the Main Navigation Menu, go to Resources > Calendar

  2. In the drop-down at the top of the calendar, select Trainer (to view all) or Select multiple resources… to choose specific Trainers

  3. Click the Timeline mode option in the top-right corner

  4. Open the Advanced options and set:

    • Grouping Direction: Vertical

    • Slot Represents: Day

    • Number of Slots: 30 (or 7 for a weekly snapshot)

  5. Click Apply Options

This will display each Trainer on a row with their Course assignments and unavailability shown across the timeline. You can optionally click Save Options to keep this view for next time.

 


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